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鄭在説
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鄭在説

相信周期的力量,布局中长期投资,坚持价值投资,大家都有美好的未来。
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$BTC Current price is 60000, and you’re looking at 50000, 40000, 30000 again...? Do you remember what you said back when $BTC 128000—if Bitcoin drops to 60000, I’ll sell my house and go all-in. Now the price has reached 60000, so why don’t you buy? You coward. Didn’t you get scared again? I’m buying—do you dare to start buying too? Overcome fear, hold on to quality assets, and slowly become rich. Let’s do it together, brother 👬. #btc不负青春 {future}(BTCUSDT)
$BTC Current price is 60000, and you’re looking at 50000, 40000, 30000 again...?

Do you remember what you said back when $BTC 128000—if Bitcoin drops to 60000, I’ll sell my house and go all-in. Now the price has reached 60000, so why don’t you buy? You coward. Didn’t you get scared again?

I’m buying—do you dare to start buying too? Overcome fear, hold on to quality assets, and slowly become rich. Let’s do it together, brother 👬. #btc不负青春
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$ARB The second-layer public chain also managed to show some backbone for once. But in this cycle, I’m not optimistic about most layer-2s, including this arb. {future}(ARBUSDT)
$ARB The second-layer public chain also managed to show some backbone for once. But in this cycle, I’m not optimistic about most layer-2s, including this arb.
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This Bitcoin price display with code $牛来 has been with me through an entire bull-bear cycle. The bull market should be coming soon, right? $BTC {future}(BTCUSDT) {future}(牛来USDT)
This Bitcoin price display with code $牛来 has been with me through an entire bull-bear cycle. The bull market should be coming soon, right?
$BTC
This was the number $牛来 that big brother called me from. The bull really came, and more good brothers are showing up too. {future}(牛来USDT)
This was the number $牛来 that big brother called me from. The bull really came, and more good brothers are showing up too.
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$牛来 have to say the cattle rally is really strong, but the current risk is still relatively high. Buy cautiously; the risk-reward ratio is not high.
$牛来 have to say the cattle rally is really strong, but the current risk is still relatively high. Buy cautiously; the risk-reward ratio is not high.
Those who bought ZEC at this price ($ZEC ) are true warriors. {future}(ZECUSDT)
Those who bought ZEC at this price ($ZEC ) are true warriors.
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$TMX saw huge trading prices but they stayed stable—what does that indicate, everyone understands, right? It also consolidated for a while; in my personal view, you can take a small position if you want. {alpha}(560x3c2f61f2e27c865981d2e7aaf6b2cdf823030039)
$TMX saw huge trading prices but they stayed stable—what does that indicate, everyone understands, right?
It also consolidated for a while; in my personal view, you can take a small position if you want.
Do you think you are a “leek”? $BTC , 80,000 $ETH 2500—everyone, are you currently at a loss or making a profit? I’ll go first: currently a small loss. {future}(ETHUSDT) {future}(BTCUSDT)
Do you think you are a “leek”?

$BTC , 80,000
$ETH 2500—everyone, are you currently at a loss or making a profit?

I’ll go first: currently a small loss.
$BTC breaks through 80,000 USD—this isn’t a panic selloff and reversal; it’s rotation. On the news front, Federal Reserve Governor Waller said he leans toward keeping interest rates unchanged this month. The market’s previous biggest worry—the expectation of “rate hikes restarting”—has been pushed down, and risk assets have been immediately loosened. On-chain, it’s even stronger: in August, a “giant whale” net absorbed about 60,000 BTC (around $4.7 billion). Meanwhile, U.S. spot Bitcoin ETFs saw net inflows of roughly $3.5 billion. BlackRock also lowered the IBIT physical subscription/redemption threshold from $25 million to $1 million—institutions are buying, retail is selling. Chips are moving from retail hands to whales and institutions. The essence of this rally isn’t panic short-covering flipping long; it’s turnover. After breaking 80,000, the key isn’t “charging higher,” but “holding your ground.” For the short term, there are two points: - Whether it can hold and stabilize at 81,500 with increased volume - If it holds, it opens up the 82,800–83,800 range Around 82,800 is the mid-term watershed: an effective breakout puts you on track to 94,000–98,000; if it fails, it will most likely churn in a range. First, see whether it can hold—then talk about upside.
$BTC breaks through 80,000 USD—this isn’t a panic selloff and reversal; it’s rotation.

On the news front, Federal Reserve Governor Waller said he leans toward keeping interest rates unchanged this month. The market’s previous biggest worry—the expectation of “rate hikes restarting”—has been pushed down, and risk assets have been immediately loosened.

On-chain, it’s even stronger: in August, a “giant whale” net absorbed about 60,000 BTC (around $4.7 billion). Meanwhile, U.S. spot Bitcoin ETFs saw net inflows of roughly $3.5 billion. BlackRock also lowered the IBIT physical subscription/redemption threshold from $25 million to $1 million—institutions are buying, retail is selling.

Chips are moving from retail hands to whales and institutions. The essence of this rally isn’t panic short-covering flipping long; it’s turnover.

After breaking 80,000, the key isn’t “charging higher,” but “holding your ground.”

For the short term, there are two points:
- Whether it can hold and stabilize at 81,500 with increased volume
- If it holds, it opens up the 82,800–83,800 range

Around 82,800 is the mid-term watershed: an effective breakout puts you on track to 94,000–98,000; if it fails, it will most likely churn in a range.

First, see whether it can hold—then talk about upside.
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September of $BTC 9 has always been the weakest month for Bitcoin. Over the past decade or more, it has averaged a loss of 3%, and the median result is also down—there are fewer green days and more red ones. Not every year is bearish, but by probability this is the weakest month. October and November, on the other hand, often rebound. This year, September has already dropped a bit right at the start, so it’s safer to avoid chasing highs this month. {future}(BTCUSDT)
September of $BTC 9 has always been the weakest month for Bitcoin.
Over the past decade or more, it has averaged a loss of 3%, and the median result is also down—there are fewer green days and more red ones. Not every year is bearish, but by probability this is the weakest month. October and November, on the other hand, often rebound.
This year, September has already dropped a bit right at the start, so it’s safer to avoid chasing highs this month.
Discover a pattern When MicroStrategy buys $BTC High-frequency buying corresponds to relatively near the top Low-frequency buying corresponds to relatively near the bottom It’s currently a good time to buy in batches {spot}(BTCUSDT)
Discover a pattern
When MicroStrategy buys $BTC
High-frequency buying corresponds to relatively near the top
Low-frequency buying corresponds to relatively near the bottom
It’s currently a good time to buy in batches
$MSTRB Is it really still worth buying MSTR right now? My answer: Worth keeping an eye on, but don’t go all-in. Many people simply think of MSTR as a “leveraged version of BTC,” but it’s not that simple. Strategy recently bought back 4,603 BTC again. Its holdings are now about 845,000 BTC, and it remains one of the world’s largest enterprise-level BTC holders. What truly made me pay attention to MSTR again is its current valuation. In the past, MSTR’s biggest problem was: When BTC went up → MSTR went up → the market crazily priced in a premium → and in the end, people were buying “belief.” But after a big pullback this year, that premium has been clearly compressed—at times, MSTR’s enterprise value even fell below the value of its BTC holdings. That’s actually why MSTR is more worth researching now than a few years ago. Of course, the risks are also very clear: 1️⃣ If BTC drops, MSTR may drop even harder 2️⃣ Ongoing equity financing to buy BTC can lead to shareholder dilution 3️⃣ MSTR also has capital structure items like debt and preferred stock 4️⃣ If BTC goes sideways for a long time, the “BTC amplifier” effect of MSTR could turn into a “loss amplifier” So I won’t treat MSTR as a low-risk asset. My thinking is actually pretty simple: If you’re bullish on BTC → use BTC to build the core position If you believe BTC will enter a new bull market → MSTR can add leverage and upside If in the future BTC again challenges $100K, $150K, or even $200K, MSTR’s upside could be significantly greater than BTC’s. But if BTC breaks back below $60K... MSTR is definitely not an asset that will let you sleep soundly 😂 So if I have to choose right now: BTC: ⭐⭐⭐⭐⭐ MSTR: ⭐⭐⭐⭐ Going all-in on MSTR at once: ❌ DCA into pullbacks: ✅ The logic for truly buying MSTR has never been about “Michael Saylor being great.” It’s about: BTC rising + BTC holdings increasing + a reasonable mNAV valuation Only when all three conditions are met does MSTR become truly interesting. So personally, I’m more inclined to: Don’t chase; wait for pullbacks and buy in batches. After staying in the crypto space for long enough, you’ll realize— The best opportunities are often not when everyone is shouting “buy” at the same time. #MSTR #Bitcoin #BTC #USStocks
$MSTRB Is it really still worth buying MSTR right now?

My answer: Worth keeping an eye on, but don’t go all-in.

Many people simply think of MSTR as a “leveraged version of BTC,” but it’s not that simple.

Strategy recently bought back 4,603 BTC again. Its holdings are now about 845,000 BTC, and it remains one of the world’s largest enterprise-level BTC holders.

What truly made me pay attention to MSTR again is its current valuation.

In the past, MSTR’s biggest problem was:

When BTC went up → MSTR went up → the market crazily priced in a premium → and in the end, people were buying “belief.”

But after a big pullback this year, that premium has been clearly compressed—at times, MSTR’s enterprise value even fell below the value of its BTC holdings.

That’s actually why MSTR is more worth researching now than a few years ago.

Of course, the risks are also very clear:

1️⃣ If BTC drops, MSTR may drop even harder
2️⃣ Ongoing equity financing to buy BTC can lead to shareholder dilution
3️⃣ MSTR also has capital structure items like debt and preferred stock
4️⃣ If BTC goes sideways for a long time, the “BTC amplifier” effect of MSTR could turn into a “loss amplifier”

So I won’t treat MSTR as a low-risk asset.

My thinking is actually pretty simple:

If you’re bullish on BTC → use BTC to build the core position
If you believe BTC will enter a new bull market → MSTR can add leverage and upside

If in the future BTC again challenges $100K, $150K, or even $200K, MSTR’s upside could be significantly greater than BTC’s.

But if BTC breaks back below $60K...

MSTR is definitely not an asset that will let you sleep soundly 😂

So if I have to choose right now:

BTC: ⭐⭐⭐⭐⭐
MSTR: ⭐⭐⭐⭐
Going all-in on MSTR at once: ❌
DCA into pullbacks: ✅

The logic for truly buying MSTR has never been about “Michael Saylor being great.”

It’s about:

BTC rising + BTC holdings increasing + a reasonable mNAV valuation

Only when all three conditions are met does MSTR become truly interesting.

So personally, I’m more inclined to:

Don’t chase; wait for pullbacks and buy in batches.

After staying in the crypto space for long enough, you’ll realize—

The best opportunities are often not when everyone is shouting “buy” at the same time.

#MSTR #Bitcoin #BTC #USStocks
Recently, BSC Chinese coins have gained a bit of heat, and it’s inevitable that the old coins’ traffic will be siphoned off. Going short is also understandable. $牛来 {future}(牛来USDT)
Recently, BSC Chinese coins have gained a bit of heat, and it’s inevitable that the old coins’ traffic will be siphoned off. Going short is also understandable. $牛来
$MSTRB the god-like man is back, most likely starting to buy $BTC again; on Monday tomorrow, Bitcoin is expected to perform well. {spot}(MSTRBUSDT)
$MSTRB the god-like man is back, most likely starting to buy $BTC again; on Monday tomorrow, Bitcoin is expected to perform well.
Thanks to the fortune of dragging $牛来 , the leopard has exited for now, and I made double. Now I’ve got money for late-night snacks. I have to say, playing meme coins is really thrilling. Profits come fast, and losses likely come just as fast too—everyone, watch out for risk.
Thanks to the fortune of dragging $牛来 , the leopard has exited for now, and I made double. Now I’ve got money for late-night snacks. I have to say, playing meme coins is really thrilling. Profits come fast, and losses likely come just as fast too—everyone, watch out for risk.
For the good fortune of dragging $牛来 , Leopard La started to explode. The ants warehouse is having a late-night snack. #LeopardLa
For the good fortune of dragging $牛来 , Leopard La started to explode. The ants warehouse is having a late-night snack.
#LeopardLa
$牛来 and Leopard pulled In this cow-come movie, the characters are set for the coin-coin圈, right? After Leopard pulls, the bull market comes. In the film, Leopard and Bull are good friends, and in the coin-coin圈 they’re also a great team. $牛来 is a bit risky—let’s take a look at Leopard. Give me Leopard pull—go go go!
$牛来 and Leopard pulled

In this cow-come movie, the characters are set for the coin-coin圈, right? After Leopard pulls, the bull market comes. In the film, Leopard and Bull are good friends, and in the coin-coin圈 they’re also a great team. $牛来 is a bit risky—let’s take a look at Leopard. Give me Leopard pull—go go go!
$牛来 Bulls have signed the contract with the SCO, and it’s truly fierce. I currently don’t recommend chasing the high.
$牛来 Bulls have signed the contract with the SCO, and it’s truly fierce. I currently don’t recommend chasing the high.
$牛来 The cattle haven’t arrived yet—if they come, why are they already going mad
$牛来 The cattle haven’t arrived yet—if they come, why are they already going mad
$4 cz Binance system is about to start causing trouble? This volume surge rally is a bit exaggerated. Feels like we could pull back and then go back to Taobao for a wave—what do you all think? 😏
$4 cz Binance system is about to start causing trouble? This volume surge rally is a bit exaggerated. Feels like we could pull back and then go back to Taobao for a wave—what do you all think? 😏
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